Vida Private Wealth LLC

Vida Private Wealth LLC (CRD# 308575) is a financial advisory firm headquartered in Pasadena, CA. They manage $31,452,854 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
155 N Lake Avenue, Suite 800, Pasadena, CA 91101
https://www.vidapw.com/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $669,210
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vida Private Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
G Miguel Alves, financial advisor Pasadena CA
G Miguel Alves
CRD#: 4963763
155 N Lake Avenue, Suite 800, Pasadena, CA 91101

G Miguel Alves (CRD# 4963763) is an Investment Advisor Representative working at Vida Private Wealth LLC in Pasadena, CA and has over 15 years of experience in the finance industry. G Miguel Alves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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